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Avion Wealth’s IQVIA IQV Stock Holding History

Avion Wealth’s Portfolio IQV Stock Details IQV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14K Buy
73
+14
+24% +$2.44K ﹤0.01% 486
2026
Q1 		$10K Buy
59
+6
+11% +$1.17K ﹤0.01% 496
2025
Q4 		$11K Sell
53
-3
-5% -$653 ﹤0.01% 466
2025
Q3 		$10K Sell
56
-3
-5% -$546 ﹤0.01% 479
2025
Q2 		$9K Buy
59
+43
+269% +$6.47K ﹤0.01% 499
2025
Q1 		$3K Hold
16
– – ﹤0.01% 647
2024
Q4 		$3K Sell
16
-10
-38% -$2.11K ﹤0.01% 645
2024
Q3 		$6K Buy
26
+10
+63% +$2.36K ﹤0.01% 488
2024
Q2 		$3K Hold
16
– – ﹤0.01% 562
2024
Q1 		$5K Buy
16
+6
+60% +$1.4K ﹤0.01% 465
2023
Q4 		$2K Sell
10
-1
-9% -$205 ﹤0.01% 580
2023
Q3 		$1K Buy
11
+6
+120% +$1.3K ﹤0.01% 656
2023
Q2 		$1K Buy
+5
New +$1K ﹤0.01% 592
2021
Q1 		– Sell
-374
Closed -$67K – 368
2020
Q4 		$67K Buy
+374
New +$63K 0.02% 103

Other funds holding IQV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Avion Wealth's IQV Position: Q2 2026 in Review

Avion Wealth increased its IQVIA (IQV) stake by 24% in Q2 2026, buying an estimated $2.44K and bringing the position to 73 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

Avion Wealth first reported a position in IQV in Q4 2020 and has held it in 14 quarters since. The position peaked at $67K in Q4 2020. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Avion Wealth held 73 shares of IQVIA worth $14K as of Q2 2026.
  • Avion Wealth bought 14 IQVIA shares in Q2 2026, an estimated $2.44K.
  • IQVIA made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #486 holding.
  • Avion Wealth first reported a position in IQVIA in Q4 2020 and has held it in 14 quarters since.
  • Avion Wealth's IQVIA position peaked at $67K in Q4 2020.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.